ARIS Business Architect Quick Start Guide - NorthWind · ARIS Business Architect Quick Start Guide...

ARIS 7.1

ARIS Business Architect Quick Start Guide

May 2008

http://www.ids-scheer.com

Copyright (C) IDS Scheer AG, 2001 - 2008

All rights reserved. This document may not be reproduced in whole or in part without prior consent from IDS Scheer AG. Subject to change. The use of registered names and trademarks in this publication does not imply that such names are free for general use.

http://www.ids-scheer.com


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Contents

1 Notes on using the Quick Start Guide......................................................................1 1.1 Required knowledge....................................................................................2 1.2 Screen graphics .........................................................................................2 1.3 Writing conventions and formatting features...................................................2 1.4 Select menus and buttons............................................................................3 1.5 Using the online help ..................................................................................3

2 Preparation .........................................................................................................4 2.1 Launching ARIS Business Architect................................................................4 2.2 Setting a default filter .................................................................................6 2.3 Creating a database....................................................................................7

3 Modeling with ARIS Business Architect ....................................................................8

4 Creating a model .................................................................................................9 4.1 Displaying print pages in the model window ................................................. 12 4.2 Creating objects and object attributes ......................................................... 14 4.3 Creating object occurrences ....................................................................... 17 4.4 Renaming objects ..................................................................................... 19 4.5 Arranging and grouping objects .................................................................. 19 4.6 Creating connections................................................................................. 22 4.7 Placing attributes...................................................................................... 23 4.8 Creating links........................................................................................... 27

4.8.1 Creating a hyperlink.............................................................................. 27 4.8.2 Creating a link to another program.......................................................... 29

5 Saving a model.................................................................................................. 31

6 Printing a model ................................................................................................ 32 6.1 Specifying print scale and color .................................................................. 32 6.2 Configuring the header and footer............................................................... 33 6.3 Starting printing....................................................................................... 34

7 Evaluating model contents .................................................................................. 35

8 Managing models............................................................................................... 37 8.1 Explorer .................................................................................................. 37

8.1.1 Renaming objects ................................................................................. 39 8.1.2 Sorting objects..................................................................................... 39 8.1.3 Creating groups.................................................................................... 40

8.2 Changing method filters ............................................................................ 41 8.3 Copying objects and converting symbols ...................................................... 46 8.4 Applying a template .................................................................................. 48

9 Exiting the program ........................................................................................... 50

10 Appendix-Basic settings ...................................................................................... 51


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1 Notes on using the Quick Start Guide

This Quick Start Guide introduces you to the basic functions of ARIS

Business Architect.

The individual work processes can be divided into the following four

phases:

Preparation, modeling, evaluation and management with ARIS Business

Architect.

In a simple example, you will create a model of the Office process type

and use a report to evaluate the content of the model. Next, you will

create a model of the EPC (event-driven process chain) type from the


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office process. Finally, you will customize the appearance of your model

using a template.

The Quick Start Guide leads you through the individual ARIS Business

Architect functions step by step. Please adhere to the sequence of the

chapters.

1.1 Required knowledge

ARIS Business Architect uses a large number of Microsoft Windows

properties and standards. To understand the program, the manuals and

the online help, a basic knowledge of Windows is required.

1.2 Screen graphics

The screen graphics in this manual can differ from those of your

program interface because the functions provided depend on the

products that are enabled.

1.3 Writing conventions and formatting features

In the Quick Start Guide, menu items, file names, etc. are indicated by

the following writing conventions and formatting features:

Writing conventions/Formatting features

Example

Menu items, shortcut keys, dialog

boxes, file names, keyboard entries,

etc. are written in bold.

Enter system as the user name

and manager as the password.

Click on Help to open the menu

items for the help files as well

as the menu items for further

information areas.

Sequences of menus and menu items

are listed in order, separated by

slashes.

Click on View/Options.

User-defined entries are highlighted

in bold and enclosed in angle

brackets.

Enter the path

<Directory>\ARIS Platform.


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1.4 Select menus and buttons

In addition to using the mouse, you can select menu items in ARIS

Business Architect as follows:

Menu item Description

To open a menu using the keyboard, hold down

the Alt key and press the letter underlined in

the menu. In this example, you press Alt + F.

To execute a menu item using the keyboard,

press the letter underlined in the menu item. In

this example, you press the O key.

You can also run many commands in ARIS

Business Architect using shortcut keys. The

menu must not be open while doing so. The

shortcut keys available are displayed to the

right of the menu item.

If available, the icon that represents a menu

item in a toolbar is shown left of the menu item.

The buttons on the various toolbars enable

quick access to frequently used menu items.

The example shows the Save button, which

corresponds to the Save menu item in the File

menu.

1.5 Using the online help

For questions about working with ARIS Business Architect, refer to the

online help.

To open the help, click on Help/Help topics. You can access individual

help topics via the Contents, Index and Find tabs.

If you need help on one of the dialog boxes or windows that are

currently open, click on the Help button in the dialog box. All setting

options are explained within the dialog box.


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2 Preparation

This chapter provides information about how to launch ARIS Business

Architect and the preparations you need to make before you can begin

to create models.

2.1 Launching ARIS Business Architect

It is assumed that you have installed ARIS Business Architect in the

directory and program group suggested by the installation program. You

must also have installed the standard local database system so that you

can access the LOCAL server. If the LOCAL server is not installed, use

the relevant server whenever LOCAL is referred to here.

Settings

Configure ARIS Business Architect as specified in the Basic settings

(Page 51) chapter (see Appendix).

Procedure

1. Click on Start/Programs/ARIS Business Performance

Edition/ARIS Design Platform/ARIS Business Architect 7.1.

When you start ARIS Business Architect, the start page is displayed

automatically.


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You can now use ARIS Business Architect:

Title bar

Shows the name of the program.

Menu bar

Contains the available menus.

Toolbar

Contains buttons providing quick access to frequently used functions.

"Home" content

Provides quick access to information about the program, default start

box and the databases and models you have already used.

Module title bar

Shows the name of the open module and allows you to show or hide

window panes.

Title bar button


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Provides buttons for minimizing, maximizing and closing the

program.

Module bar

Contains buttons for switching between modules. Modules contain all

of the functions required for specific processes. For example, you will

find all of the functions required for modeling in the Designer

module.

Default start box

Allows you to define which module of ARIS Business Architect is to

open automatically when you start the program.

Valuable information area

Provides information about the functions in ARIS Business Architect

and how to use them. You can use the buttons provided to scroll

through the information.

2. In the Specify the module to be used at the next startup box,

select Designer.

2.2 Setting a default filter

Working through the Quick Start Guide is optimized if you change the

preset method filter as follows:

Procedure

1. Click on View/Options. The Options dialog box opens.

2. Click on Log in on the Selection tab.

3. Click on the Browse button ( ) next to the Filter box. The Select

filter dialog box opens.

4. Click on the Server box and select the LOCAL server as the storage

location for your database. The method filters available on the server

are listed.

5. Select Easy Filter.

6. Click on OK to exit the dialog box.

Your setting is now accepted as the default setting. If you enable (Page

51) the Use defaults check box and double-click later on the name of a

database, the database is opened directly based on your selected

method filter.


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2.3 Creating a database

In the following, you will create a database to save the data that you will

generate while working through the Quick Start Guide.

Procedure

1. In the Modules bar, click on Administration.

2. In the tree view, click on the plus sign in front of the LOCAL server

to connect to the server and display the hierarchical structure of the

ARIS Network.

3. Right-click on LOCAL and select New/Database.

4. The Create database dialog box opens. Enter Sales and

Marketing as the database name.

5. Click on OK. The Sales and Marketing database is now available on

the server and is visible in the tree view.


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3 Modeling with ARIS Business Architect

The following pages explain how you can easily display content using a

model of the Office process type.

Your Customer acquisition office process will appear as follows when

finished:


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4 Creating a model

To create the Customer acquisition office process, proceed as follows.

Procedure

1. Click on Designer in the Modules bar. You can now use the

Designer module:

2. Click on the plus sign in front of the Sales and Marketing database.

In the list, you will find the Main group folder, where you can store

the new model.


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3. Right-click on the main group and select New/Model.


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The Model Wizard opens. The Processes view of the ARIS House is

selected by default.

The models are assigned to different sections of the ARIS House. The

views correspond to the descriptive views Organization, Data,

Processes, Functions and Products/Services. If you click on a

section in the ARIS House, the check box for this view is enabled.

The list then shows all model types that are assigned to the selected

descriptive views and are allowed by the selected method filter (Page

6). To disable a descriptive view, click on the section again.

Please refer to the ARIS Method manual for a detailed description

of the ARIS architecture and an explanation of the descriptive views

and levels.

4. Click on Office process in the Model types box.

5. Enter the name Customer acquisition in the Name box.

6. Click on OK. The Customer acquisition model is generated and

automatically opens in the Designer module.

7. Before you continue, please configure the Designer module for this

quick start exercise: Hide all panes except Modules and Symbols by

disabling the irrelevant check boxes in the module title bar.

You can show the panes again at any time for navigation or for

editing object properties.


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The model window, various toolbars and various buttons are now

available for creating your model.

Tip

If you place the mouse pointer over a toolbar button and leave it there

for a moment, information on this button is displayed below the pointer.

4.1 Displaying print pages in the model window

To predefine which parts of your model are to be placed on which print

page, you can delimit the print pages displayed in the model window

using red dashed lines.

Procedure

1. Click on View/Options.


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2. On the Selection tab, click on Model/General/Print.

3. Enable the Display print pages check box.

4. Click on OK.

The individual print pages are now indicated by red dashed lines in the

model window. Thus, you can ensure optimal object placement for the

printout while modeling.

Note

The settings specified in the Model/General dialog boxes, which you

access using the View/Options menu item, apply to all models.

Settings specified in the Model/For new models dialog boxes apply to

new models only.


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4.2 Creating objects and object attributes

In this section, you will place objects in your model and edit object

attributes. If you place the mouse pointer over a symbol in the Symbols

bar and leave it there for a moment, help text is displayed below the

pointer.

Procedure

1. Activate connection mode in the toolbar ( ).

2. Click on the Event symbol in the modeling toolbar:

3. Move the mouse pointer to the modeling area and click again. The

event is created and a text box opens automatically.

4. Enter a name for the event by overtyping the selection with Launch

scheduled. To insert a line break between Launch and scheduled,

press Enter.

The following dialog box opens the first time you insert a line break:

Here you can specify that a line break is to be inserted when you

press Enter or when you press Ctrl + Enter.

Enable the Don't show me again check box so that this dialog box

will not be displayed again and click on OK.

5. Depending on which of these options you have selected, press Enter

or press Ctrl+Enter to confirm.

The object remains selected and the modelling toolbar only shows

the symbols that can have a connection to the event based on the

method defaults.


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6. Click on the Function symbol in the modeling toolbar:

The connections allowed by the method are displayed. Keep the

Launch scheduled activates Function (Office) connection

activated and click below the Launch scheduled event in the model

window. Overtype Function (Office) with Find addresses of

potential customers.

7. Create the following objects while retaining the connection default:

a. Event: Addresses of potential customers found

b. Function: Find contact person

c. Event: Contact person found

d. Function: Schedule product presentation

e. Event: Product presentation scheduled

8. Reduce the size of the model displayed in the model window. To do

this, select 100% in the Size of appearance box of the toolbar,

overtype it with 85, and press Enter.

Alternatively, you can reduce or increase the size of appearance by

pressing the plus or minus key. The scale is either reduced or

increased by 10%.

9. Click on the Find addresses of potential customers function and

create a Computer object to the left of the function:

Name it CRM system. The Computer object represents objects of

the Application system type type, i.e. it stands for technical

systems that support the execution of business processes.

If there is no enough space:

a. right-click in the model background and

b. select Insert and remove space/Vertically.

c. Move the line to a position to the right of which you want to insert

space.

d. Press and hold down the mouse button.

e. Move the mouse pointer to the right.

f. Release the mouse button at the desired position.


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The space is inserted between the two objects.

10. Create an organizational unit to the right of the Find addresses of

potential customers function:

Name it Sales.

11. Right-click on the Sales object and select Attributes. Attribute

Editing opens.

12. In the tree view, click on Simulation, click on the input box for the

Number of employees input box and enter 12.


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13. Click on Save( ).

14. Click on Close.

Tips

To change attributes for multiple objects, select the objects,

right-click in the selection and select Attributes. The selected

objects of each object type are summarized on individual tabs.

In order to create multiple symbols of the same object type in the

model, click on a symbol in the modeling toolbar, press and hold the

Ctrl key, and successively click on the positions where you want to

place the objects. In this case, the objects are given the name of the

object type. To change the name, select the required object and

press the F2 key. The name of the object is selected and you can

overwrite it.

4.3 Creating object occurrences

The Sales organizational unit is also responsible for the Find contact

person and Schedule product presentation functions. To structure

your model clearly, you can create an occurrence of the Sales object

beside each of these functions. Object occurrences are copies of object

symbols that represent the same object in one or more models. Any

occurrence of the Sales object that you create will represent the object

you have already created in your model. If you change an occurrence,

the changes will apply to all occurrences. This becomes apparent if you

change the name of the object.

Procedure

1. Right-click on Sales, hold down the mouse button and move the

pointer to the right of the Find contact person function. Release

the mouse button and click on Create occurrence copy here.

Another symbol is created in the model for the Sales object.

2. Create another occurrence to the right of the Schedule product

presentation function.


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The two new occurrences should then be arranged more or less as

shown in the graphic.

To move a symbol, click on the symbol, hold down the mouse

button, drag the symbol to the preferred position, and release the

mouse button.


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4.4 Renaming objects

You can change object names directly in the model. If you change the

name of an object, all occurrences of the object in the database are

renamed accordingly.

In the following, you will change the name of the Sales organizational

unit.

Procedure

1. Right-click on one of the three Sales symbols and select Rename.

2. Enter the name Distribution and press either Ctrl + Enter or just

Enter to confirm, depending on which keyboard shortcut you have

selected for line breaks.

The name of the organizational unit is now Distribution and all

occurrences of the object are displayed with the new name.

4.5 Arranging and grouping objects

Now, you will arrange the symbols in the model.

Procedure

1. Position the mouse pointer to the left of/above the CRM system

object, press and hold the left mouse button, and drag the mouse

pointer to the right of/below the Distribution object. This

completely encloses the adjacent objects CRM system, Find

addresses of potential customers and Distribution within the

displayed frame. Now release the mouse button. The objects are

selected.

2. Click on Arrange/Align/Center vertically ( ).

3. Click on Arrange/Align/Center horizontally ( ).

4. Right-click on the selected objects and select Group. You can now

move or edit the three grouped objects together only.

5. Right-click in the model background and select Select/Select all.

6. Hold down the Ctrl key and successively click on the two new

occurrences of the Distribution organizational unit. The symbols are

now removed from the selection.

7. Release the Ctrl key and click on Arrange/Align/Center

horizontally ( ).


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8. Click on Arrange/Align/Distribute vertically ( ).

9. Click in the model background to deselect all symbols.

10. Increase the distance between the CRM system Application system

type and the Find addresses of potential customers function by

clicking on CRM system. All three objects in the group are selected

automatically. To move the grouped objects separately, you must

first ungroup them.

11. Click on Ungroup.


13. Hold down the Ctrl key and click on CRM system. The object is

removed from the selection.

14. Now you can move the selected objects to the right by increments of

two gridlines. To do this, hold down the Shift key and press the

right arrow key twice. The selected objects are moved in line with

the grid steps.


16. Arrange the Distribution object occurrences. Right-click on one of

the object occurrences and enable Select/Select all of this type.

The symbols are selected.

17. Click on Arrange/Align/Align right .


19. Hold down the Ctrl key and successively click on Find contact

person and the Distribution organizational unit placed to the right.

The symbols are selected.

20. Click on Arrange/Align/Align to bottom .


22. Repeat steps 19 to 20 for the Schedule product presentation

object and the Distribution organizational unit object on the right.


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The objects of the model are now arranged as follows:


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4.6 Creating connections

In the following, you will link the objects in your Customer acquisition

model via connections.

Procedure

1. Position the mouse pointer over the left border of the center

occurrence of the Distribution organizational unit. A connection

anchor point is displayed. Click on the anchor point, and move the

mouse pointer to the right border of the Find contact partner

function. Clicking on the anchor point that appears at the function

will connect the two objects.

The shape of the mouse pointer indicates the status of the

connection drawing operation.

When you move the mouse pointer over the anchor point of an

object that can be linked with a connection, a target square is

displayed.

When you click on an object anchor point and move the mouse

pointer to the target object, a cross is displayed.

This shape indicates that you are moving the mouse pointer over a

target object for which the method does not allow connections.

This may occur if you attempt to draw a connection from the Launch

scheduled event to the CRM system or Distribution objects, for

example.

2. Draw a connection from the bottom occurrence of the Distribution

organizational unit to the Schedule product presentation function

on the left.


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4.7 Placing attributes

To ensure that connections do not cross object names, position the

object names at the top right of the objects. You can also left-align the

names.

Procedure

1. Right-click on an object and click on Select/Select all of this kind.

2. Right-click in the selection and select Format/Edit attribute

placements.

3. Click on the Name attribute in the Placed attributes box.

4. Click on the upper right check box in the Placement preview

window.

5. Ensure that Left is selected in the Alignment box.

6. Click on OK.

The names of the selected objects are now aligned to the left in the

selected position.

7. Click in the model background to deselect the model elements.


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8. If your model is no longer fully visible in the model window, reduce

the size of the model's appearance. To do this, select the current

value in the Size of appearance box of the toolbar and overwrite it

with 80, for example.Press the Enter key.

9. To move the model in the model window, right-click in the model

background and select Select/Select all. Click anywhere in the

selection, hold down the mouse button, and drag the model to the

desired position in the model window.

In addition to the name, you can display other attributes of objects or

attributes of connections in the model.

Display the type of connection between "CRM system" and "Find addresses of potential customers"

Procedure

1. Right-click on the connection that runs from the CRM system

Application system type to the Find addresses of potential

customers function and select Format/Edit attribute placement.

In the preview window, the CRM system source object is displayed

in the first position because the connection runs from there to the

Find addresses of potential customers target object.

2. Click on Add.

3. Click on Type in the Add attributes dialog box.

4. Click on OK.


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5. Since the Type attribute is the only placed attribute, it is already

selected. Click on the bottom left check box in the Placement

preview window.

6. Click on OK. The dialog box closes.


You can now see directly in the model that the relationship between the

CRM system Application system type and the Find addresses of

potential customers function is of the supports type.


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Your model now looks like this:


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4.8 Creating links

You can link objects in ARIS Business Architect with Web sites or e-mail

addresses via hyperlinks. This enables you to access Web sites or send

e-mails directly from ARIS Business Architect. You can also link objects

with programs like Excel, Word or PowerPoint and run these directly

from ARIS Business Architect.

4.8.1 Creating a hyperlink

To link the Distribution object with a Web site, proceed as follows:

Procedure

1. Right-click on an occurrence of the Distribution organizational unit

and click on Attributes.

2. Click on System attributes. The rows correspond to the attributes.

The attribute names are followed by cells in which you can enter the

attribute values. The name of the Distribution (English) organizational

unit indicates the column containing all system attributes of the

Distribution organizational unit. The name Distribution is followed by

the language in which the language-dependent attribute values are

maintained. You can change the column width by clicking on a dividing

line in the column header, holding down the mouse key and moving the line.


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3. Click in the cell of the Title 1 attribute and enter IDS Scheer AG as

the name of the hyperlink.

4. Click on the cell of the Link 1 attribute and enter the address

www.ids-scheer.com.

5. Click on Save ( ) to save the attribute modifications.

6. Click on Close.

7. Right-click on an occurrence of the Distribution organizational unit

and then click on Start. Your Internet browser is launched and the

IDS Scheer Web site opens.

8. Close your Internet browser.


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Tip

You can also run the hyperlink directly from the Attributes window or

via the Attributes tab under Properties. For example, right-click on the

Distribution (English) column header in the open Attributes window

and then click on Run.

4.8.2 Creating a link to another program

To link the CRM system object with a program (e.g. Excel), proceed as

follows:

Procedure

1. Right-click on the CRM system object and select Attributes.

Attribute editing is enabled and the tab for the Application system

type object type is shown.

2. Click on the System attributes attribute type group.


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3. Click in the cell of the Title 1 row and enter the program name (e.g.,

MS Excel).

4. Click on the Link 1 cell and enter the path to the executable file of

the program in the cell, for example, C:\Programme\Microsoft

Office\OFFICE11\EXCEL.EXE. You can also click on the Browse

button ( ) and navigate to the relevant directory.

5. Click on the Save button ( ) to save the attribute changes.

6. Click on Close.

7. Move the mouse pointer over the CRM system object, right-click

and select Run. The linked program is launched.

8. Close the program.


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5 Saving a model

To save your work, click on File/Save ( ). The model is saved in the

main group of the Sales and Marketing database.


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6 Printing a model

You can configure the print output of the model using the following

settings.

6.1 Specifying print scale and color

You can specify the size of the model and choose whether it is to be

printed in color or black and white.

Procedure

1. Click on File/Print preview ( ). The print preview for the model

opens. Set the print scale and specify whether the model should be

printed in black and white or in color.

2. To reduce the print scale, click on the Print scale box ( ),

overwrite the selection with 80, for example, and press Enter. The

model size is immediately reduced to 80 % of its original size. This

action also changes the print page display in the model window.

3. If the model is printed with a black-and-white printer, the colors are

converted to shades of gray. Click on the Black and white button

( ). The print preview and the print output both show the model in

black and white.

You can align the model on a print page by moving it. To do this, exit

print preview by clicking on Close. Right-click in the model

background and select Select/Select all. Click in the selection, hold

down the mouse button, and drag the model to the desired position.

Use the print page minor tick marks to monitor the position of the

model.



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6.2 Configuring the header and footer

To add more information to the print output than is contained in the

model, you can place data in the header and footer.

Procedure

1. Click on File/Page setup ( ).

2. Ensure that the Header and footer entry is selected on the

Selection tab.

3. Change Global settings to Local settings, if necessary. To do this,

click on the down arrow in the first input box and select Local

settings. This action enables all other input boxes, thus allowing you

to specify your settings.

4. Click in the left Header box.

5. Click on any entry in the Model and database attributes list and

press the N key twice. Name (Model, AT_Name) is selected in the

list.

6. Double-click on Name (Model, AT_Name).

7. Click in the right field of the header and then double-click on Date in

the Other attributes list.


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8. Click in the left field of the footer and double-click on Page in the

Other attributes list.

9. Click in the right field of the footer and enter Sales and Marketing.

10. Click on OK.

11. Click on File/Print preview ( ) to check the result in the print

preview.

As a result, the model name and the current date are displayed in

the header of the printout, and the page number as well as Sales

and Marketing appear in the footer.

Tip

To make further page modifications, you can open the Page setup

dialog box from the print preview. To do this, click on the Page setup

( ) button.

6.3 Starting printing

You can print the model directly based on the settings you made or

check these first in the print preview.

Procedure

1. Click on File/Print preview ( ). The model appears as it will when

printed.

2. Please check the settings you specified.

3. Click on the Print button ( ). The Print dialog box opens.

4. Check the print settings.

5. Click on OK. The model is printed on the selected printer.

6. Close the print preview.

To print a model from the model window, click on File/Print.


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7 Evaluating model contents

Report-based evaluations enable you to output the contents of user

databases and models or object descriptions as text. In the following,

you will evaluate the contents of the Customer acquisition model.

Procedure

1. Click on Evaluate/Start report. The Report Wizard guides you

through the relevant steps.

2. Select Objects in the sequence of modeling (model graph) in

the Report box.

3. Click on Next.

4. Retain the settings for the database language and evaluation filter.

5. Select Rich Text Format (*.RTF) as the output format.

6. Enter a name for the report and specify where it is to be stored.

7. Enable the Display result check box.

8. Click on Finish.

9. After running the report, the Select output options dialog box is

displayed. Click on OK to accept the settings.


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The report is created and output in your RTF editor.

10. Close the RTF editor.


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8 Managing models

Various modules and functions in ARIS Business Architect enable the

easy management of models. This chapter explains how to manage

models with the Explorer module and how to use groups and

templates.

8.1 Explorer

You can use the Explorer module to manage database content.

Procedure

1. Close the Customer acquisition model by clicking on the Close

button on the tab.

2. Click on Explorer in the Modules bar:

If the contents of the local server are not expanded yet, click on the

plus signs in front of Local and Sales and Marketing in the tree

view.

3. Select the main group of the Sales and Marketing database.


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The contents of the selected item in the tree view are displayed on tabs

in the detail view. The main group of the Sales and Marketing

database contains one model and multiple objects.

Procedure

1. Activate the Objects tab to display the objects.

2. Select an object and right-click in the selection.

For each item, a pop-up menu is displayed that contains the main

functions. The pop-up menu for objects contains the menu items shown

in the above figure.


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8.1.1 Renaming objects

Objects can be renamed.

Procedure

1. Right-click on the Product presentation appointed event.

2. Click on Rename.

3. Overwrite the selection with the name Product presentation

scheduled.

4. Press Enter.

The renamed object appears in a different position on the alphabetically

sorted list. The change immediately affects the graphical representation

of the model. When the model is opened in the model window, the

object has the new name.

8.1.2 Sorting objects

Objects can be sorted by column in ascending or descending order.

When you open the detail view, the object names are sorted by default

in ascending alphabetical order.

Procedure

1. Click on the Name column title to sort objects by name.

2. Click on the Name column title again to reverse the sort sequence.


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8.1.3 Creating groups

Every new database contains the Main group folder. To save the

models and objects of a database in a specific structure, you can create

group hierarchies.

To create subgroups, proceed as follows.

Procedure

1. In the tree view, right-click on the Main group and select

New/Group.

2. Overwrite the selection of the newly created group with the group

name Organization.

3. Press Enter.

4. Repeat this procedure to create the Processes group.

The Sales and Marketing database now has two new groups. So

far, the groups do not contain any models or objects.

5. Select the main group and activate the Models tab.

6. Click on the Customer acquisition model, hold down the mouse

button and drag the model to the Processes group. The Processes

group opens and the model is stored in the group. The objects placed

in the model continue to be stored in the main group.

7. To create a model in the Organization group, right-click on the

group and select New/Model. The Model Wizard described in the

Creating a model (Page 9) chapter opens and you can create a new

model.


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8.2 Changing method filters

You can use method filters to restrict or expand access to the model,

object, attribute and connection types provided by ARIS Business

Architect. If users log in to a database with a particular method filter

and want to create a new model, the Model Wizard offers only the model

types contained in the method filter they selected. The Designer

module provides only those object, connection and attribute types that

have previously been specified in the method filter for modeling.

Method filters help you to limit the number of available method

elements to only those that you require and thus support consistent

modeling.

You can select a different method filter for the Sales and Marketing

database.

Procedure

1. In the Modules bar, click on Designer.

2. Enable the Navigation check box, if required.

3. In the Explorer tree, right-click on Sales and Marketing and select

Log out.

4. In the Explorer tree, right-click on Sales and Marketing and select

Log in.

5. Click on Next.


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6. Select the Entire Method method filter in the Filter box.

7. Click on Finish.

8. Click on the plus sign in front of the Sales and Marketing database.

9. Click on the plus signs in front of the Main group and the

Processes group.

10. Double-click on the Customer acquisition model. The model opens.

As a result of changing the filter, the modeling toolbar now provides

object symbols that were not available in the Easy Filter.

11. Place an object of the Documented knowledge type under the

CRM system Application system type.

12. Give it the name Customer addresses and place this under the

object (Page 23).

13. Right-click in the model background and select

Format/Connections.


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14. Disable the New connections only right-angled check box.

15. Click on OK. You can now create diagonal connections.

16. Draw a connection from the Customer addresses object to the

Find addresses of potential customers function.

To create diagonal connections in all new models, click on

View/Options. In the tree view, click on the plus sign in front of

For new models and select Connections, then disable the New

connections only right-angled check box.

17. Turn the grid off by clicking on the Toggle grid button .

The grid enables you to easily place, move and align items in the

model. You can set the grid width. Right-click in the model

background and select Format/Grid. Configure the grid width.

To change the grid settings for all new models, enable the Use as

default check box.

The creation of the Customer acquisition model is now complete.

Your model now looks like this:


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If you close the model and database and open it again with the Easy

Filter method filter (see the beginning of this chapter), the Customer

addresses object is displayed in a gray frame, without color and

without a name.


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You cannot access the object or the connection that leads from this

object to the Find addresses of potential customers function. Both

are mapped in the Easy Filter merely to represent the overall layout so

that you can see which objects have already been created. This

information is important if various users in a project can access the

same models, but do so with different privileges and method filters.

Open the Sales and Marketing database and the Customer

acquisition model again with the Entire method method filter to

restore access to all objects and connections.


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8.3 Copying objects and converting symbols

In this example, you create a model of the EPC (event-controlled

process chain) type from the graphical representation of your Customer

acquisition office process.

Procedure


2. Click on Edit/Copy ( ).

3. Click on File/New/Model ( ).

a. Select the Processes group of your database and click on Next.

b. Select the EPC model type and enter Customer acquisition -

EPC as the model name.

c. Click on Finish.

4. Click on Edit/Insert ( ).

5. Click in the model background to paste the copied content.

6. Optimize the arrangement of the symbols in your model. Place the

names of the objects in the middle of the objects. To make the

names fit within the objects, select all objects (Select/Select all of

this kind), open the properties dialog box via

Format/Representation and enter appropriate values to increase

the size of the objects. Alternatively, you can insert soft hyphens in

the object names (Ctrl + Enter).


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7. Turn the grid off by clicking on the Toggle grid button . Your

model should look like this now:

The Customer addresses object is incorporated only if you do not use

the Easy Filter, but a filter that permits the object (e.g., Entire

Method).


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8.4 Applying a template

You can use templates that you can modify or create yourself to change

the appearance of your models. For example, you can adapt the

representation to your corporate design or prepare it for presentation

purposes.

The Standard template is already assigned to your EPC. In the

following, you will assign the Presentation 130 template to the EPC.

The template zooms in on the objects and brightens the colors.

Procedure

1. Right-click in the model background and then on

Format/Representation.

2. Click on the Change button next to the Current template box. The

Select template dialog box opens.

3. Click on Reset. If you do not remove the template before assigning

a new template, the templates are combined.

4. Click on OK.

5. When you are asked if the template is to be applied to all model

elements, click on Yes.

6. Click on OK.


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7. Right-click in the model background and then on

Format/Representation.

8. Click on the Change button next to the Current template box. The

Select template dialog box opens.

9. Click on Presentation 130 in the Select template dialog box.

10. Click on OK.

11. When you are asked if the template is to be applied to all model

elements, click on Yes.

12. Click on OK.

Your EPC should look like this now:


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9 Exiting the program

Click on File/Exit.

If changes to a model have already been saved, the model closes

without a save prompt.

If you make changes to a model and then close it without saving the

changes, you are asked whether you want to save.

Click on Yes to save the changes, or on No to discard them.

Click on Cancel if you are not sure whether or not to save the changes.

In this case, the program does not close and you can check the model

and edit the contents of the window again if necessary.


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10 Appendix-Basic settings

To utilize this Quick Start Guide to its full potential, you should be able

to access a standard installation, including the default filter and user

settings.

Detailed information on how to install ARIS Business Architect is

provided in the Installation Guide.

If you enabled the default settings, double-clicking on a database in the

Explorer tree will log you in as a system manager with the Demo

database filter. To check the settings, click on View/Options. Click on

Log in on the Selection tab. Check that the following settings have

been made. If they have not already been made, make the following

settings now:

Enable the Use defaults check box.

Enter the user name system.

Enter the password manager in the User Defaults area. Enter this

password after the initial installation. Passwords are always displayed

as asterisks to ensure that no one but you is able to read them.

You will change method filters when working through the Quick Start

Guide.

Enter DBADMIN as the password for the database administrator.

Enter this password after the initial installation. Passwords are

always displayed as asterisks to ensure that no one but you is able to

read them.

Note

It is recommended that you change the passwords if various users are

to be granted only restricted access to data or the range of functions

and administration tasks.

If the passwords have already been changed and you do not know what

they are, please contact your system administrator.

ARIS Business Architect Quick Start Guide - NorthWind · ARIS Business Architect Quick Start Guide...

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